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Code of Federal Regulations (Last Updated: July 5, 2024) |
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Title 12 - Banks and Banking |
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Chapter I - Comptroller of the Currency, Department of the Treasury |
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Part 150 - Fiduciary Powers of Federal Savings Associations |
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Subpart B - Exercising Fiduciary Powers |
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Review of a Fiduciary Account |
§ 150.220 - Are any other account reviews required?
Latest version.
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§ 150.220 Are any other account reviews required?
At least once every calendar year, you must conduct a review of all assets of each fiduciary account for which you have investment discretion. In this review, you must evaluate whether the assets are appropriate, individually and collectively, for the account.